Alphabet Inc (GOOG)
GOOGL Bets on AI to Defend Search Leadership: More Upside Ahead?
Alphabet's AI-powered Search is boosting engagement, queries and ad monetization as AI Mode tops 1 billion monthly users and expands into everyday tasks.
The Balance Sheet Boondoggle at Alphabet is Exactly Why I'm Buying Over and Over
I bought more Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) on Thursday, watched the stock close down 7.13%, and I plan to buy more next week.
Meta vs. Alphabet: One AI Stock Looks Like the Better Value
Meta (NASDAQ: META | META Price Prediction) and Alphabet (NASDAQ: GOOG) have both reported, and the results paint two very different pictures of AI-era Big Tech.
Alphabet: A Decade Of EU Litigation, Cleared For 2 Weeks Of CapEx (Rating Upgrade)
I am upgrading Alphabet from HOLD to BUY. My skepticism on advertising dependence has not changed, but the risk profile around it has, especially following regulatory news. Q2 was operationally excellent, with 24% revenue growth, 82% cloud growth, and a $514 billion backlog. The recent DMA fine is 0.22% of global turnover. Combined with the Android case now final, a decade of European legal risk is priced and closed. The stock fell anyway.
Alphabet: The AI Bill Is Bigger, But The Thesis Still Works
Alphabet Inc. delivered 24% revenue growth and 30% operating income growth, but the market focused on surging AI-driven capital expenditures. Management raised 2026 capex guidance to $195–$205 billion, resulting in negative Q2 free cash flow despite robust operating results and expanding margins. Google Cloud revenue soared 82% to $24.8 billion, with operating margins reaching 35.6%, highlighting strong enterprise AI demand and operating leverage.
Nikkei 225 falls hard: did Alphabet reveal AI boom's most expensive flaw?
Japan's Nikkei fell sharply on Friday as Alphabet's spending plans revived doubts over how quickly the artificial-intelligence boom will translate into cash returns for the companies funding it. The Nikkei 225 dropped 2.69% to 64,634.04 in early trading, while the broader Topix lost 1.28% to 4,002.09.
Alphabet Q2: The Negative FCF Deserves A Closer Look
I reiterate my buy rating on Alphabet Inc. due to strong Q2 results and strategic AI positioning. GOOGL delivered double-digit ad revenue growth, a 17% YoY increase in search, and 82% YoY Google Cloud growth. Negative free cash flow stems from aggressive CapEx, which I view as buying future pricing power in AI.
Alphabet: The Market Is Underestimating The AI Leverage
Alphabet Inc. delivered 24% YoY revenue growth and 30% operating income growth in Q2, driven by AI-led product innovation and margin expansion. GOOG's advertising revenues accelerated, with AI tools like Gemini and AI Max enhancing ad quality, conversion rates, and platform accessibility for businesses. Google Cloud's revenue growth surged to 82% with expanding margins and a $514B backlog, providing strong visibility despite a recent slowdown in sequential backlog growth.
Alphabet Just Revealed Its Big Stake in SpaceX
SpaceX's list of shareholders includes a who's who of big tech companies.
Google Pushes Future Spending Commitments to $811 Billion
Google's contracted future spending commitments increased by nearly $500 billion in three months and reached $811 billion at the end of June, Bloomberg reported Thursday (July 23). The company disclosed these obligations in a quarterly filing, separately from parent company Alphabet's capital expenditure budget, according to the report.
Big Drop in Alphabet Stock Underscores Investor Unease With AI Spending
Alphabet's AI spending is translating into growth. Investors still aren't loving the price tag.
The AI boom didn't stop Google from hiring nearly 12,000 people
Google's parent company, Alphabet, grew its head count by 11,830 between June 2025 and June 2026. The tech giant reported blockbuster second-quarter earnings, revealing revenue of $119.8 billion.
